Photo / Tim Greenway
Nancy Marshall
August 1, 2025
How to
How to nail — or fail — a sales call on Zoom
By Nancy Marshall, Marshall Communications
These days, video conferencing is Business 101. You know the drill: Conference calls on Google Meet, Microsoft Teams and Zoom consume many hours of the day.
While I am a major proponent of in-person meetings, you can’t succeed in business without nailing video conference calls. This is especially true for business development, since a lot of prospecting calls take place virtually. I often meet new prospects and soon-to-be- clients for the first time on Zoom, talking through potential deliverables on camera. Sometimes, we never even meet in person, and the deal still gets done.
I was recently on a Zoom call with a prospective client who is the president of a start-up company. His HR person is a longtime business contact of mine, and we connected virtually because of our relationship over the years. I also invited a contractor to the conference call, since they would be involved with the proposal.
All in all, we had a really good conversation. The president of the company eventually dropped from the call, while the HR contact and I both stayed on the line. We recapped the original conversation with the president, outlining what would be in our proposal. Smooth sailing…
The only issue is that the contractor left the call early, missing out on key details. Unless specified earlier or barring an unforeseen circumstance (like an emergency), this is a big no-no.
Nowadays, it is safe to assume that a conference call may either drag or unfold in unexpected ways, so the participants need to remain flexible and malleable. Especially in sales, you need to make a strong impression, and availability is part of that impression — you want to show that you’re there for the prospective client.
Zoom calls may be virtual, but they are still opportunities to send the right signals. You are still, without saying it, teaching people about you — and that is the first step toward getting them to know, like and truust you over time (hopefully). Here are a few tips for getting the sales call right.
Prepare for the unexpected
Sometimes, the best conversations on a Zoom call take place after the “most important” people leave (they are most crunched for time). It can pay off to linger on a Zoom call and network with others in a slightly more informal setting. You can learn a few interesting tidbits that didn’t come up earlier.
Plan with your team
You should discuss the meeting agenda before it ever takes place — who will join, who will say what and who will answer the specific questions that may be asked. Everyone should have tasks, in addition to a general expectation about what will be discussed and how long that may take.
Plan the team debrief
Your team needs to stay on the call at the end for a quick recap of everything that happened, discussing the key takeaways and deciding who is doing what to follow up. In sales, the follow-up is a critical step, and you need to figure out whose job is what first. Delegation needs to be an organized process.
Use artificial intelligence
AI tools help you record conversations so you never forget an important detail. Of course, you should just alert the prospect that you are taking AI notes (for your own purposes only). That way, no one is caught off guard, and you want people to feel comfortable in speaking their minds.
Listen
Allow the prospect to talk and tailor your input to what they actually say — what they need, rather than what you think they need. Interrupting a potential client isn’t only rude; it also prevents you from picking up the clues as to what they may want to see in a proposal. Don’t be impatient and don’t talk too much.
There are a lot of do’s and don’ts in virtual sales. The most important “do” is to be available. As they say in sports: availability is the best ability.
Mainebiz web partners
Most Recent
Most Recent
0 Comments